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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,395 | $78,672-42.3% | $109,163-58.4% | $85,856-47.1% |
| Participation rate | 28.4% | 68.3%-39.9pp | 75.9%-47.5pp | 69.3%-40.9pp |
| Annual return | 16.97% | 25.09%-8.1pp | 25.75%-8.8pp | 318.58%-301.6pp |
| Employer contribution / active EE | $282 | $2,734-89.7% | $3,723-92.4% | $2,565-89.0% |
| Participant deferral / active EE | $2,502 | $3,467-27.8% | $4,654-46.2% | $3,952-36.7% |
| Admin fee / account holder | $1,831 | $5,470-66.5% | $6,754-72.9% | $6,261-70.7% |